Elderly Clients and Technology
The home buying and selling process is document-heavy and time-sensitive. This can be overwhelming for clients who aren’t well-versed in the technologies used to complete their transaction and may lead to delays without the right support in place. Some common technology challenges for elderly clients include:
Secure Portals & Logins: Setting up accounts and passwords, multi-factor authentication, and general platform navigation can all present challenges.
E-Signatures: Clients may be unfamiliar with e-signature platforms and have questions about where and how to sign. Some may also have concerns about the safety and legitimacy of signing documents online.
Document Access & Uploads: Those unaccustomed to digital tools may have difficulty scanning, saving, and uploading required documents throughout the escrow process.
Best Practices for Agents Working with Elderly Clients
Supporting elderly clients through their real estate transaction starts with early communication about digital aspects of the home buying and selling process. Identify your client’s comfort level with technology early on and encourage them to ask questions. Additionally, consider involving trusted family members if appropriate. Clear communication and proactive support can make a significant difference in keeping the transaction on track.
A Supportive Escrow Experience
Slower response times and missed deadlines can delay timelines, create stress for clients, and lead to frustration for agents. At Uptown Escrow, we believe the tools and technologies used in escrow should support a client’s real estate goals, not become a barrier.
This is why we offer a concierge-style service for clients who may need additional support. Elderly clients who would prefer a more hands-on approach can opt to come to our office or have an Uptown team member come to their home to complete and notarize their paperwork, answer questions and walk them through the entire process. Our team is committed to creating a smooth and most importantly, a comfortable experience for every client.
We are Here to Support You, As You Support Your Clients
Working with a client who may need extra support during escrow? Our team is here to help ensure every step is clear, comfortable and on track. We will hold your client’s hand throughout the process.